The trusted guidance of a highly experienced team

Your personal goals are not only unique to you, but essential to your financial future. It’s why you deserve nothing less than the extensive wealth management capabilities and disciplined planning process of Shorebridge Wealth Management.

Here, you will enjoy the best of both worlds: a comfortable and trusting relationship with your dedicated financial advisor, and the full support and collective experience of our collaborative team.

It’s why you can count on us for a comprehensive plan designed to address every financial matter and milestone in your life. “Trust that spans a lifetime” is more than just our motto – it’s our pledge to you.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

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Financial Planning

Portfolio Management

Risk Management

Legacy Planning

Your Team

Our highly experienced and credentialed financial advisors and dedicated client service professionals are here to serve you.

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STRUCTURED Process

Gaining a thorough understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
“We have an uncompromising commitment to our clients to provide customized financial strategies designed to achieve their unique objectives.”
WIN SMATHERS Managing Director & Financial Advisor, Shorebridge Wealth Management

Information & insight

The 2024 Election is (mostly) over - what can we expect going forward?

11/06/2024

Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

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Markets & Investing

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
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Retirement & Longevity

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle

How active and passive funds work differently

Explore how these two investment types compare.
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Markets & Investing

Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

SPEAK WITH AN ADVISOR

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

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Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.